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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,717 | $155,840+25.6% | $124,694+57.0% | $167,553+16.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 9.32% | 17.98%-8.7pp | 5144.82%-5135.5pp | 478.89%-469.6pp |
| Employer contribution / active EE | $2,655 | $4,165-36.2% | $3,325-20.1% | $4,840-45.1% |
| Participant deferral / active EE | $2,655 | $5,675-53.2% | $4,615-42.5% | $6,343-58.1% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |